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In today's episode of Agency Intelligence, host Jason Cass records a Valentine's Day Special Facebook Live Event in which he interviews insurance power couple, Jeff Roy and Una Roy from Excalibur Insurance. They discuss the dynamics of being a couple within the workplace, maternity leave, differing insurance rates, and other details of the insurance business.

Show Notes:

Introduction of Jeff and Una Roy, owners of Excalibur Insurance

The dynamic of being a couple within an organization

How the Roys work together

They make sure to be themselves in both their personal and professional relationships

They have an excellent support staff

Why the two decided not to switch to Epic and stay with the Tam system

The first things they do when they arrive at work

Maternity leave happens very differently in Canada than in the United States

They discuss the varying insurance rates among different companies

The background of their company and their different roles within the company

Setting boundaries at home and at work

The couple discuss each other’s strengths and weaknesses

How they get the most out of conferences and professional development by comparing notes

The best insurance agents need to start understanding how to best utilize AI

3 Key Points:

Being a couple and working together can be amazing, but it takes a special relationship.

Being open, honest, and trusting are all very important for a positive work and home relationship.

AI won’t replace agents, but the agents that best incorporate AI will be the most competitive.

Key Quotes:

- "We’re speaking, we’re learning, we’re sharing and we're bringing back to our organization to make it even better." - Una Roy- "You’ve got to make this evolution where everybody’s got unique roles." - Jeff Roy- "There’s no more important team than starting at home with your family." - Jeff Roy